WILL

All that has a form is illusive and unreal

[WILL @ddwxing]

The Chicago Mercantile Exchange Group has officially launched round-the-clock (24/7) trading for cryptocurrency futures and options as of June 2. This move enables market participants to engage in trading digital asset derivatives at any time, enhancing liquidity and providing greater flexibility in risk management within the crypto markets.

芝加哥商业交易所集团于6月2日正式启动加密货币期货与期权的全天候（24小时连续）交易。此举允许市场参与者随时进行数字资产衍生品交易，显著提升市场流动性，并为加密市场的风险管理提供更大灵活性。

#CryptoFutures #24/7Trading $CME

[WILL @ddwxing]

The Iranian Ministry of Foreign Affairs released a statement on June 1 local time, addressing the ongoing violations of the truce agreements by the United States and Israel. The statement explicitly holds the United States directly accountable for breaches of the US-Iran ceasefire accord as well as for Israel's violations of the Lebanon-Israel ceasefire agreement. It emphasized that the United States must assume full responsibility for the consequences arising from this situation. Furthermore, Iran affirmed its commitment to defend its national interests whenever deemed necessary.

伊朗外交部于当地时间6月1日发布声明，针对美国与以色列持续违反停火协议的行为作出回应。声明明确指出，美国对违反美伊停火协议以及以色列违背黎以停火协议负有直接责任，强调美国应对由此局势产生的一切后果承担全面责任。声明还重申，伊朗将在必要时刻坚决维护自身利益。

#MiddleEastConflict #CeasefireBreach $IRAN

[WILL @ddwxing]

Iran’s Supreme Leader’s Military Advisor Declares Armed Forces’ "Limited Patience" in National Security Matters

On June 1, Mohsen Rezaei, the military advisor to Iran’s Supreme Leader, conveyed via social media that Iran’s armed forces possess "limited patience" regarding the protection of national security and regional interests. Rezaei emphasized that control over the Strait of Hormuz currently rests with Iran. He asserted that Tehran will neither permit the continuation of any maritime blockade nor tolerate any further deterioration in the political situation in Lebanon.

伊朗最高领袖军事顾问：伊朗武装力量“耐心有限”于国家安全议题

6月1日，伊朗最高领袖军事顾问穆赫辛·雷扎伊通过社交媒体发布声明，指出伊朗武装力量在维护国家安全和地区战略利益方面，展现出“耐心有限”。雷扎伊重申，霍尔木兹海峡现处于伊朗的管辖之下。伊朗明确表示不会容忍海上封锁持续存在，同时也将坚决反对黎巴嫩局势的进一步恶化。

#IranSecurity #HormuzStrait $IRAN

[WILL @ddwxing]

Lebanese Parliament Speaker: Hezbollah Prepared to Reach Ceasefire Agreement with Israel

On June 2, it was disclosed that Ali Hamdan, senior advisor to Nabih Berri, Speaker of the Lebanese Parliament, revealed on June 1 that Berri had informed US officials the previous day that Hezbollah is ready to immediately establish a comprehensive ceasefire agreement with Israel. Hamdan further underscored that Berri pledged to ensure full commitment to the effective implementation of this ceasefire accord.

黎巴嫩议会议长：真主党已准备与以色列达成停火协议

6月2日，黎巴嫩议会议长纳比·贝里的高级顾问阿里·哈姆丹透露，贝里于6月1日向美国方面通报，真主党已具备立即与以色列签订全面停火协议的准备。哈姆丹同时强调，贝里承诺将全力保障该停火协议的严格执行，确保协议得到有效落实。

#MiddleEast #Ceasefire #Hezbollah

[WILL @ddwxing]

Zhipu proposes issuance of A-shares and listing on STAR Market. According to the company’s announcement on the Hong Kong Stock Exchange, at the board meeting scheduled for June 1, 2026, Zhipu plans to apply to the relevant Chinese regulatory authorities for the allocation and issuance of A-shares. Subsequently, the company intends to file an application with the Shanghai Stock Exchange for listing and trading of these A-shares on the STAR Market. The proposed issuance will constitute between 2% and 8% of the company’s total share capital following completion of the A-share issuance (excluding any additional shares to be issued upon exercise of the overallotment option). The number of newly issued A-shares is expected to be no less than 9,098,838 shares and no more than 38,768,964 shares. The board also approved other supplementary resolutions related to the proposed A-share issuance, which will be submitted to shareholders for approval at the annual general meeting.

智谱拟发行A股并申请科创板上市。公司于港交所披露公告称，董事会将于2026年6月1日召开会议，建议向中国相关监管部门申请配发及发行A股，并向上海证券交易所递交申请，谋求该批A股在科创板挂牌交易。拟发行A股数量占发行完成后公司总股本的比例区间为2%至8%（不含因超额配股权行使而可能新增发行的A股），拟新发行A股股数不少于9,098,838股且不超过38,768,964股。董事会同时审议通过了与此次A股发行相关的其他附属决议，并将于年度股东大会上提交股东审议批准。

#Ashares #STARMarket $ZHIPU

[WILL @ddwxing]

Deutsche Bank: Markets Exhibit Heightened Sensitivity to Any Adverse News Related to Iran

On June 1, Genady Golubich, Head of U.S. Rates Strategy at Deutsche Bank, highlighted that over the past week, the market maintained an optimistic consensus regarding the potential finalization of a U.S.-Iran agreement. This prevailing sentiment has rendered the market exceptionally reactive to any unfavorable developments, particularly following reports released today indicating that Iran has ceased dialogue with the United States.

德意志银行：市场对任何涉及伊朗的负面消息表现出高度敏感

6月1日，德意志银行美国利率策略主管根纳季·戈布利奇指出，过去一周，市场普遍持乐观态度，认为美伊双方达成协议的可能性较大。正因如此，市场对任何不利进展表现出极度敏感，尤其是今日传出伊朗已停止与美国进行对话的消息后，更加剧了市场的反应强度。

#MarketSensitivity #USIranRelations $USD

[WILL @ddwxing]

A recent analysis forecasts that a merger between SpaceX and Tesla could create a colossal enterprise valued at approximately $3.4 trillion. The estimated valuation breaks down to about $1.75 trillion for SpaceX and $1.65 trillion for Tesla. Should this merger materialize, it would represent the largest corporate consolidation in history, nearly tripling the scale of the current largest known merger. However, significant skepticism surrounds the financial viability of this transaction.

The analysis highlights that SpaceX would need to issue new shares amounting to roughly 94% of its existing equity to facilitate the acquisition. Meanwhile, Tesla's profitability has notably declined in recent years, with GAAP net income dropping from $15 billion in 2023 to around $3.9 billion. Excluding regulatory credits and bitcoin-related gains, Tesla's core operating profit is estimated at only about $2.3 billion. This suggests the merger is driven more by leveraging the market's optimistic expectations for a potential SpaceX IPO rather than sound traditional financial metrics guiding the deal.

近期分析指出，若SpaceX与特斯拉实现合并，合并后企业估值或达约3.4万亿美元。其中，SpaceX估值约为1.75万亿美元，特斯拉市值约为1.65万亿美元。若此合并完成，将成为史上规模最大的企业并购案件，规模几乎是现有最大并购案的三倍。然而，此次交易的财务合理性遭遇诸多质疑。

分析显示，SpaceX需通过增发新股，约占现有股本的94%，以完成此次收购。同时，特斯拉近年盈利能力明显下滑，其GAAP净利润从2023年的150亿美元降至约39亿美元。剔除监管积分以及比特币收益后，特斯拉的核心经营利润仅约23亿美元。这表明此次合并更多是利用市场对SpaceX潜在IPO的高估值预期，支持特斯拉，而非基于传统财务指标驱动的理性并购决策。

#SpaceX #Tesla #MergersAndAcquisitions

[WILL @ddwxing]

Mecka AI, a startup specializing in robotics AI training data, has successfully secured a total of $60 million in funding. This includes a $25 million Series A round raised in November last year, followed by an additional $35 million investment. Both rounds were led by Framework Ventures, with participation from investors such as Menlo Ventures and SV Angel.

Founded in 2025, Mecka AI currently employs around 40 staff members. The company leverages sensors, smartphones, and customized hardware to capture human motion data, including gestures and gait, for training robots. This approach diverges from traditional remote operation training methods, aiming to enhance robots’ real-world adaptability. At present, Mecka AI has robust signed contracts, with an annualized revenue run rate projected to reach $100 million.

Investors highlight Mecka AI as one of the fastest-growing revenue generators within their portfolio. Looking ahead, the company plans to extend its service chain to include robotics model training and deployment, accelerating the commercialization of related technologies.

机器人AI训练数据领域的初创企业Mecka AI宣布完成总额达6000万美元的融资，其中包含去年11月完成的2500万美元A轮融资及后续追加的3500万美元投资。两轮融资均由Framework Ventures领投，Menlo Ventures、SV Angel等机构参与投资。

Mecka AI成立于2025年，目前团队规模约40人。公司通过传感器、智能手机及定制硬件采集人体动作数据，如手势与步态，用于机器人训练。这种方式区别于传统的远程操作训练，旨在提升机器人对真实场景的适应能力。目前，公司已签订大量订单，年化营收运行率预计可达到1亿美元。

投资方称，Mecka AI是其投资组合中营收增长最快的企业之一。未来，公司将拓展业务链条，涉及机器人模型训练及实际部署，加速相关技术的产业化进程。

#RoboticsAI #TechFunding $MeckaAI

[WILL @ddwxing]

Binance has officially launched its dedicated portal for U.S. stock trading within its platform, announced on June 1 via its social media channels.

币安于6月1日在其社交媒体平台正式发布了专门用于美股交易的门户网站，标志着其在美股市场服务的进一步拓展。

#Binance #StockTrading #CryptoMarkets

[WILL @ddwxing]

Bank of America’s Bull-Bear Index Climbs to 8.5, Triggering a “Sell Signal” and Warning of Impending Global Equity Market Correction

As of June 1, amid mounting speculative fervor in the markets, Bank of America’s Bull-Bear indicator escalated from 8.0 to 8.5, activating a “sell signal.” Historically, this index has issued 17 such signals since 2002, each followed by an average global equity decline of 2% to 3% within two to three months, with maximum corrections reaching 15% to 20%. The recent surge in the indicator is primarily driven by robust inflows into high-yield bonds (HY) and emerging market debt, coupled with Bank of America’s global breadth metrics indicating an “overbought” market state. Currently, 57% net of global stock indices trade above their 50-day and 200-day moving averages.

Despite the S&P 500 consistently hitting new peaks, the market structure reveals critical fragility. Presently, only 21 stocks—approximately 4% of the index—are registering new highs, a proportion reminiscent of the 20-stock scenario during the dot-com bubble peak in March 2000. Meanwhile, 222 stocks within the S&P 500 have fallen over 20% from their highs, and 109 have declined by more than 40%. Institutional and global capital outflows have commenced, with last week marking the first net global equity withdrawal in nine weeks, totaling $7 billion. Notably, Japan’s equity markets experienced an $8.2 billion outflow, representing the largest single-week exit since May 2025.

In response to this late-stage bubble environment, Bank of America offers a historical investment blueprint dating back to 1929. The strategy recommends acquiring long-term bonds—historically, the median yield on 10-year Treasuries fell by 45 basis points within six months following market peaks—and rotating into defensive sectors or those severely underperforming at bubble peaks, while avoiding assets previously subject to excessive speculation.

美银牛熊指标升至8.5，触发“沽售信号”，警示全球股市调整迫近

截至6月1日，随着市场投机氛围持续升温，美银牛熊指标从8.0进一步攀升至8.5，发出明确的“沽售信号”。自2002年以来，该指标累计出现过17次类似信号，紧随其后2至3个月内，全球股市平均回调2%至3%，最大跌幅达15%至20%。此次指标跳升，主要源自高收益债券（HY）及新兴市场债券的大量资金涌入，同时美银全球宽度指标显示市场已处于“超买”状态，全球净57%的股票指数交易价格位于50天及200天移动均线之上。

尽管标普500指数频创新高，但市场结构呈现极端脆弱局面。目前，仅有21只股票（约占总数的4%）达成新高，此比例与2000年3月科网泡沫顶峰时的20只股票高度相似。与此同时，标普500指数中已有222只成分股较历史高点回落超过20%，其中109只下跌幅度超过40%。机构投资者及全球资本开始撤离，最近一周全球股票市场净流出70亿美元，系连续九周来的首次净流出。其中，日本股市资金流出82亿美元，为2025年5月以来最大单周资金外流。

面对这一泡沫后期市场状况，美银基于1929年以来的历史数据提供投资建议：建议买入长期债券——历史数据显示市场见顶后6个月内，10年期美国国债收益率中位数下降约45个基点；并布局防御性板块，或在泡沫末期表现极度落后的行业，同时应规避此前过度炒作的资产类别。

#MarketCorrection #GlobalEquities $SPX

[WILL @ddwxing]

TenArmor has identified a suspicious attack involving AROS on the Binance Smart Chain (BSC), resulting in an estimated loss of approximately $295,000 as of June 1st. This incident highlights notable vulnerabilities within the ecosystem, underscoring the critical need for enhanced security measures to protect digital assets on the network.

TenArmor监测到一宗涉及AROS的可疑攻击事件，发生在币安智能链（BSC）上，导致约29.5万美元的经济损失，截至6月1日。此事件暴露出生态系统中的显著安全隐患，凸显了加强网络资产保护和完善安全策略的紧迫性。

#CryptoSecurity #BinanceSmartChain $AROS

[WILL @ddwxing]

Following a recent escalation between the United States and Iran over the weekend, the US dollar experienced a notable appreciation, which in turn buoyed oil prices and provided support to traditional safe-haven assets. The US government confirmed that it targeted Iranian air defense radar and drone bases in response to Iran shooting down an American unmanned aerial vehicle. This development emerged amid ongoing negotiations surrounding a potential agreement. President Trump commented on Monday via Truth Social that Iran is "very eager to reach a deal, and it would be a very good deal for the United States." The DXY dollar index advanced by 0.1%, reaching 99.011, recovering from a two-week low of 98.751 observed last Friday, a level previously driven down by optimism around the deal prospects.

在上周末美国与伊朗爆发新一轮冲突后，美元显著走强，推动油价上涨并支撑避险资产。美国方面证实，在伊朗击落一架美国无人机后，美方对伊朗防空雷达及无人机基地进行了打击。此事件发生之际，有关一项潜在协议的谈判仍在持续进行中。特朗普总统于周一通过Truth Social发文表示，伊朗“非常渴望达成一项协议，这对美国来说将是一个非常好的协议。”美元指数DXY上涨0.1%，达到99.011，此前周五曾跌至98.751的两周低点，该低点主要受到达成协议希望的提振所影响。

#USDIranConflict #OilMarkets #ForexUpdate

[WILL @ddwxing]

Bitwise recently acquired approximately 112,158 HYPE tokens from FalconX, with the transaction valued at $8.18 million. This purchase was recorded just one hour ago on June 1, as monitored by Onchain Lens, highlighting Bitwise's significant investment move in the HYPE token market.

据链上监控平台Onchain Lens数据显示，6月1日一小时前，Bitwise通过FalconX成功买入约11.22万枚HYPE代币，交易总价值达818万美元。这一举措彰显出Bitwise在HYPE代币市场上的重要投资布局。

#CryptoInvestment #HYPEToken $HYPE

[WILL @ddwxing]

NVIDIA has secured Anthropic among the initial major users of its upcoming microprocessor, marking a significant expansion in its AI data center strategy. On June 1st, NVIDIA confirmed that Anthropic, OpenAI, and SpaceX will be among the first large-scale adopters of its new data center microprocessor, Vera, which is slated for full production in Q3 this year. Jensen Huang stated that these companies will be early users of the NVIDIA Vera CPU within their data centers.

Vera represents NVIDIA’s inaugural standalone data center microprocessor, positioning itself to compete head-to-head against Intel’s Xeon lineup, AMD’s Epyc processors, and internal solutions like Amazon’s Graviton. Huang emphasized that Vera delivers 1.8 times the speed on AI-centric workloads compared to chips based on Intel’s x86 architecture. This marks NVIDIA’s first direct performance challenge to what has been the industry benchmark to date.

英伟达已锁定Anthropic为其即将推出的微处理器首批重要客户之一，彰显其在人工智能数据中心领域的战略扩张。6月1日，英伟达宣布Anthropic、OpenAI及SpaceX将成为新数据中心微处理器Vera的首批大型用户之一。该产品预计今年第三季度实现全面量产。黄仁勋表示，这些企业将成为英伟达Vera中央处理器在数据中心应用中的早期采用者。

Vera是英伟达首款独立设计的数据中心微处理器，意在与英特尔的至强系列、AMD的Epyc处理器及亚马逊的Graviton内部项目展开正面竞争。黄仁勋指出，Vera在人工智能核心工作负载上的处理速度是基于英特尔x86技术芯片的1.8倍。这是英伟达首次在性能领域直接挑战一直被视为行业标准的产品。

#NVIDIA #AIDataCenters $VeraCPU

[WILL @ddwxing]

NVIDIA CEO Jensen Huang stated at the GTC Taipei 2026 conference on June 1 that from an industry perspective, tokens are assets and have evolved into units of revenue generation. He emphasized that tokens possess the capability to generate profit. AI companies are motivated to create and multiply tokens, effectively building more AI factories. This phenomenon explains the explosive surge in computational demand observed in Taiwan.

英伟达首席执行官黄仁勋于6月1日在GTC Taipei 2026大会上指出，从产业视角来看，Token本质上即资产，已成为实现盈利的收入单位。他强调，Token具备创造利润的能力。人工智能企业积极构建并扩增Token，推动更多AI计算工厂的建立。这正是台湾计算需求迅速飙升的根本原因。

#NVIDIA #AI #CryptoAssets

[WILL @ddwxing]

OpenAI Codex surpasses 5 million users, with user quotas fully reset. On June 1st, the OpenAI Agent tool Codex officially exceeded the milestone of 5 million users. To commemorate this achievement, Thibault Sottiaux (Tibo), leader of the OpenAI Codex team, announced on the social platform X that usage limits have been entirely reset for all ChatGPT paid subscribers. Both weekly and hourly quotas have been restored to 100%. He encouraged developers to leverage their token allowances today to create extraordinary outcomes and fully enjoy the experience.

OpenAI Codex用户突破500万，用户额度全面重置。6月1日，OpenAI旗下Agent工具Codex用户数正式突破500万大关。为庆祝该里程碑，OpenAI Codex团队负责人Thibault Sottiaux（Tibo）在社交平台X宣布，所有ChatGPT付费订阅用户的使用限制已全部重置，周度和小时额度均恢复至100%。他鼓励开发者充分利用今日的Token额度，创造非凡成果，尽情享受编程乐趣。

#OpenAI #Codex #AIInnovation

[WILL @ddwxing]

Bithumb is set to introduce the HNT/KRW trading pair starting June 1st, expanding its market offerings to include Helium Token transactions paired with the South Korean Won. This addition is expected to enhance liquidity and provide traders on the platform with more diverse options for engaging with HNT assets.

韩国数字资产交易平台Bithumb将于6月1日推出HNT兑韩元交易对，正式支持Helium Token与韩元的直接交易。此举将提升市场流动性，丰富投资者在该平台内的交易选择，推动HNT资产在韩国市场的活跃度和认可度。

#Bithumb #HeliumToken $HNT

[WILL @ddwxing]

This week’s token unlock schedule reveals substantial one-time releases for several cryptocurrencies including HYPE and ENA. According to TokenUnlocks data as of June 1, the following unlock events are anticipated:

EIGEN is set to unlock approximately $7.75 million worth of tokens on June 1, representing 6.55% of its circulating supply;
ENA will release around $3.57 million worth of tokens on June 2, equating to 2.57% of its circulating supply;
OPN will experience a token unlock of roughly $4.32 million on June 5, accounting for 10.89% of its released supply;
HYPE is scheduled for a significant unlock on June 5, with approximately $713.8 million worth of tokens becoming available, which constitutes 2.54% of its circulating supply;
RED will unlock about $4.9 million in tokens on June 6, representing 10.87% of its released supply.

These sizable unlocks could influence market liquidity and price dynamics for the respective tokens in the short term. Stakeholders should monitor these developments closely to assess potential impacts.

本周代币解锁概览显示，多个项目包括HYPE和ENA将迎来一次性大规模代币释放。根据截至6月1日的TokenUnlocks数据，具体解锁安排如下：

EIGEN将于6月1日解锁约775万美元代币，占其已流通供应量的6.55%；
ENA将于6月2日释放约357万美元代币，约占其流通供应量的2.57%；
OPN将于6月5日解锁约432万美元代币，占已释放供应量的10.89%；
HYPE计划于6月5日解锁巨额代币，约7.138亿美元，约占其流通供应量的2.54%；
RED将于6月6日解锁约490万美元代币，占其已释放供应量的10.87%。

这些大规模代币解锁事件可能在短期内对相关代币的市场流动性及价格走势造成影响。投资者和市场参与者应持续关注此类动态，以评估潜在风险和机会。

#CryptoUnlocks #TokenRelease #MarketLiquidity $HYPE

[WILL @ddwxing]

Tech giants have issued a record $159 billion in bonds this year to finance artificial intelligence infrastructure. According to monitoring data, Amazon, Meta, Alphabet, and Oracle collectively represent 18% of the total U.S. corporate bond issuance maturing in 2026. Technology companies currently constitute 8.3% of the high-yield bond market and 10.3% of the investment-grade bond market, both figures reaching unprecedented historical highs.

科技巨头今年已发行创纪录的1590亿美元债券，用于支持人工智能基础设施建设。数据显示，亚马逊、Meta、Alphabet和甲骨文合计占据了2026年美国企业债券发行总额的18%。科技企业在高收益债券市场上的占比达到8.3%，在投资级债券市场中的占比为10.3%，这两个比例均刷新了历史最高记录。

#TechBonds #AIInfrastructure $NASDAQ

[WILL @ddwxing]

Gold prices are currently approaching a critical test of the 200-day moving average. Analysts emphasize that should the price fall below this key support level, a further decline toward $4,098 could be expected. Conversely, a decisive breakout above $4,773 could reignite bullish momentum in the market, signaling potential upside gains for investors.

黄金价格现正面临对其200日移动均线的重要考验。分析师指出，若价格跌破该关键支撑位，金价或将进一步下探至4,098美元。相反，若能成功突破4,773美元阻力位，市场看涨情绪可能重新升温，为投资者带来上涨潜力。

#GoldAnalysis #MarketSupport $XAUUSD